Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 17.04%
2 KBWP 7.63%
3 PFI 5.74%
4 AIEQ 5.07%
5 GBDV 4.84%
6 MFSV 4.79%
7 SSPX 4.67%
8 HDV 4.67%
9 BCHP 4.62%
10 BIBL 4.56%
11 WBIF 4.52%
12 NEWZ 4.28%
13 BWTG 4.17%
14 UTRN 4.05%
15 LGCF 3.68%
16 SXQG 3.62%
17 EPMV 3.59%
18 BOUT 3.21%
19 USCF 3.20%
20 INNO 2.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.02M (9.25%) 622.59K
Increased by +1.15%
Mar 31, 25
2 BlackRock Inc 52.65M (9.01%) 39.44K
Increased by +0.07%
Mar 31, 25
3 State Street Corp 25.81M (4.42%) 319.95K
Increased by +1.24%
Mar 31, 25
4 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 JPMorgan Chase & Co 18.04M (3.09%) 2.36M
Increased by +13.07%
Mar 31, 25
6 Geode Capital Management, LLC 15.21M (2.60%) 596.39K
Increased by +3.92%
Mar 31, 25
7 Bank of America Corp 14.65M (2.51%) 199.86K
Increased by +1.36%
Mar 31, 25
8 Massachusetts Financial Services Company 13.48M (2.31%) -9.86K
Decreased by -0.07%
Mar 31, 25
9 FMR Inc 11.65M (1.99%) 1.41M
Increased by +12.14%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 11.05M (1.89%) 2.05M
Increased by +18.57%
Mar 31, 25
11 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
12 Capital World Investors 8.81M (1.51%) 2.42M
Increased by +27.52%
Mar 31, 25
13 GQG Partners LLC 8.35M (1.43%) 3.17M
Increased by +38.04%
Mar 31, 25
14 NORGES BANK 7.69M (1.32%) 137.79K
Increased by +1.79%
Dec 31, 24
15 AllianceBernstein L.P. 7.17M (1.23%) -329.91K
Decreased by -4.60%
Dec 31, 24
16 Wellington Management Company LLP 6.39M (1.09%) -3.32M
Decreased by -52.00%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 6.38M (1.09%) 396.57K
Increased by +6.22%
Mar 31, 25
18 HHG PLC 6.30M (1.08%) -718.40K
Decreased by -11.41%
Mar 31, 25
19 Northern Trust Corp 6.17M (1.06%) -6.79K
Decreased by -0.11%
Mar 31, 25
20 Capital Research Global Investors 6.06M (1.04%) -1.53K
Decreased by -0.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.80M (3.22%) 284.46K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 18.55M (3.18%) 5.71K
Increased by +0.03%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.54M (2.83%) 263.81K
Increased by +1.59%
Apr 30, 25
4 MFS Large Cap Value Equity 9.07M (1.55%) -89.89K
Decreased by -0.99%
Mar 31, 25
5 MFS Value A 8.93M (1.53%) -145.67K
Decreased by -1.63%
Apr 30, 25
6 Fidelity 500 Index 7.36M (1.26%) 9.09K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 7.01M (1.20%) -31.30K
Decreased by -0.45%
May 31, 25
10 American Funds Growth Fund of Amer A 6.92M (1.18%) -548.60K
Decreased by -7.93%
Mar 31, 25
11 Capital Group Growth Fnd of Amer Comp 6.92M (1.18%) -548.60K
Decreased by -7.93%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 6.92M (1.18%) 15.66K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 6.78M (1.16%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Value Index Inv 5.14M (0.88%) 2.03K
Increased by +0.04%
Apr 30, 25
16 The Financial Select Sector SPDR® ETF 4.03M (0.69%) -11.23K
Decreased by -0.28%
May 31, 25
17 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
18 Vanguard Institutional Index I 3.60M (0.62%) -9.22K
Decreased by -0.26%
Apr 30, 25
19 Vanguard Wellington™ Inv 3.54M (0.61%) -2.18M
Decreased by -61.46%
Dec 31, 24
20 Fidelity Contrafund 3.20M (0.55%) 101.90K
Increased by +3.19%
Apr 30, 25